See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,519 | $71,809-36.6% | $61,048-25.4% | $152,861-70.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 27.05% | 29.74%-2.7pp | 26.18%+0.9pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,109 | $4,545-53.6% | $3,716-43.3% | $4,762-55.7% |
| Participant deferral / active EE | $4,392 | $5,467-19.7% | $4,470-1.8% | $5,850-24.9% |
| Admin fee / account holder | $359 | $4,750-92.4% | $3,728-90.4% | $11,596-96.9% |